Clearshares LLC
Clearshares LLC is an SEC-registered ria in Marco Island, FL with $382.5M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Clearshares LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157531, SEC 801-72414, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $382.5M (2026-04-24)
- Firm type
- Ria
- Location
- Marco Island, FL
- Employees
- 3
- CRD
- 157531
- Ownership
- GILMORE, WALTER, ALAN; LEVITT, JOHN, BEN; CLEARBROOK GLOBAL ADVISORS LLC; NG, TIMOTHY, CHAN; FOUR FAMILIES FUNDING LLC
How much AUM does Clearshares LLC have?
Clearshares LLC reported $382.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Clearshares LLC?
Disclosed owners and executives of Clearshares LLC include GILMORE, WALTER, ALAN, LEVITT, JOHN, BEN, CLEARBROOK GLOBAL ADVISORS LLC, NG, TIMOTHY, CHAN, FOUR FAMILIES FUNDING LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.